To install the Microsoft 365 add-in individually in your account, do the following:
- Go to your Outlook inbox and visit Microsoft AppSource.
- Search for the HubSpot Sales extension
- Click Get it now.
- In the dialogue box, follow the prompts to sign in to your Office 365 account and confirm your details with Microsoft. At the bottom, click Get it now.
- You’ll be redirected to your Office 365 account. In the dialogue box, click Add extension.
Once installed, the steps to access the add-in vary depending on the version of Outlook you’re using. Find out more about accessing add-ins in Outlook.
In the table below, hover over the icon to view the add-in for each version of Outlook.
|
Outlook version |
Access the add-in |
|
Classic Outlook for Windows or Mac |
At the top of Outlook, on the main ribbon, click Sales Tools. |
|
New Outlook for Mac |
At the top of Outlook, on the main ribbon, click the three horizontal dots. Then select HubSpot Sales extension. Click Customise toolbar to add HubSpot Sales to your toolbar. |
|
New Outlook for Windows – Outlook on the web |
At the top of Outlook, on the main ribbon, click Apps and select HubSpot Sales. |
Once installed, HubSpot Sales should appear on the ribbon, and you’ll now be able to access your sales tools directly from your Outlook inbox.
